IFP Advisors’s Suburban Propane Partners SPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.8K | Hold |
600
| – | – | ﹤0.01% | 3071 |
|
|
2025
Q4 | $11.1K | Sell |
600
-600
| -50% | -$11.3K | ﹤0.01% | 3007 |
|
|
2025
Q3 | $22.4K | Buy |
1,200
+200
| +20% | +$3.69K | ﹤0.01% | 2522 |
|
|
2025
Q2 | $18.5K | Hold |
1,000
| – | – | ﹤0.01% | 2591 |
|
|
2025
Q1 | $21K | Sell |
1,000
-350
| -26% | -$7.13K | ﹤0.01% | 2269 |
|
|
2024
Q4 | $23.2K | Hold |
1,350
| – | – | ﹤0.01% | 2177 |
|
|
2024
Q3 | $24.2K | Buy |
1,350
+350
| +35% | +$6.31K | ﹤0.01% | 2071 |
|
|
2024
Q2 | $19K | Sell |
1,000
-150
| -13% | -$2.95K | ﹤0.01% | 2110 |
|
|
2024
Q1 | $23.5K | Buy |
1,150
+1,000
| +667% | +$19.6K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $2.66K | Sell |
150
-300
| -67% | -$5.11K | ﹤0.01% | 2606 |
|
|
2023
Q3 | $7.22K | Hold |
450
| – | – | ﹤0.01% | 2386 |
|
|
2023
Q2 | $6.66K | Hold |
450
| – | – | ﹤0.01% | 2436 |
|
|
2023
Q1 | $10.6K | Sell |
450
-368
| -45% | -$5.69K | ﹤0.01% | 2260 |
|
|
2022
Q4 | $21K | Buy |
818
+307
| +60% | +$4.92K | ﹤0.01% | 2853 |
|
|
2022
Q3 | $13K | Buy |
511
+7
| +1% | +$113 | ﹤0.01% | 3474 |
|
|
2022
Q2 | $13K | Hold |
504
| – | – | ﹤0.01% | 3216 |
|
|
2022
Q1 | $13K | Buy |
504
+354
| +236% | +$5.37K | ﹤0.01% | 3216 |
|
|
2021
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2837 |
|
|
2021
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2900 |
|
|
2021
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2779 |
|
|
2021
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 2711 |
|
|
2020
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2659 |
|
|
2020
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q2 | $2K | Sell |
150
-277
| -65% | -$3.97K | ﹤0.01% | 2427 |
|
|
2020
Q1 | $6K | Sell |
427
-46
| -10% | -$894 | ﹤0.01% | 2010 |
|
|
2019
Q4 | $10K | Sell |
473
-110
| -19% | -$2.52K | ﹤0.01% | 1928 |
|
|
2019
Q3 | $14K | Buy |
+583
| New | +$13.8K | ﹤0.01% | 1928 |
|
|
2019
Q1 | $19K | Sell |
877
-4,224
| -83% | -$93.3K | ﹤0.01% | 1375 |
|
|
2018
Q4 | $99K | Sell |
5,101
-17,523
| -77% | -$394K | 0.01% | 1206 |
|
|
2018
Q3 | $532K | Buy |
22,624
+240
| +1% | +$5.61K | 0.02% | 638 |
|
|
2018
Q2 | $526K | Buy |
22,384
+1,825
| +9% | +$42K | 0.02% | 642 |
|
|
2018
Q1 | $498K | Hold |
20,559
| – | – | 0.02% | 628 |
|
|
2017
Q4 | $498K | Sell |
20,559
-750
| -4% | -$18.7K | 0.02% | 628 |
|
|
2017
Q3 | $556K | Buy |
21,309
+1,187
| +6% | +$29K | 0.02% | 648 |
|
|
2017
Q2 | $479K | Buy |
20,122
+2,954
| +17% | +$72.9K | 0.02% | 697 |
|
|
2017
Q1 | $463K | Buy |
17,168
+1,106
| +7% | +$31.2K | 0.02% | 717 |
|
|
2016
Q4 | $483K | Buy |
16,062
+6,729
| +72% | +$206K | 0.02% | 630 |
|
|
2016
Q3 | $311K | Buy |
9,333
+707
| +8% | +$23.8K | 0.02% | 798 |
|
|
2016
Q2 | $288K | Buy |
8,626
+7,749
| +884% | +$246K | 0.02% | 805 |
|
|
2016
Q1 | $19K | Sell |
877
-9,926
| -92% | -$261K | ﹤0.01% | 1375 |
|
|
2015
Q4 | $263K | Buy |
+10,803
| New | +$331K | 0.02% | 724 |
|
Other funds holding SPH
AA
BHC
FI